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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,235 | $52,678-76.8% | $75,784-83.9% | $59,633-79.5% |
| Participation rate | 38.8% | 67.2%-28.5pp | 75.8%-37.0pp | 68.7%-29.9pp |
| Annual return | -9.53% | 2.95%-12.5pp | 9.68%-19.2pp | 2041.45%-2051.0pp |
| Employer contribution / active EE | $352 | $2,193-83.9% | $3,323-89.4% | $2,203-84.0% |
| Participant deferral / active EE | $1,305 | $2,591-49.6% | $3,652-64.3% | $3,192-59.1% |
| Admin fee / account holder | $2,030 | $3,610-43.8% | $5,300-61.7% | $4,297-52.8% |